基民懵了！节前近700亿资金借道ETF离场，火爆的电网、芯片竟被狂抛

每日经济新闻06-19 11:43

每经记者|叶峰每经编辑|肖芮冬　　端午节前的一周，股指集体反弹，沪深两市股票型ETF和跨境型ETF合计净流出698.17亿元。　　行业主题上看，半导体设备、有色、消费电子等ETF被资金看好，而电网设备、芯片相关ETF被资金抛售。　　近700亿元资金借道ETF离场　　本周沪深两市成交12.5万亿元，其中沪市成交5.74万亿元，深市成交6.76万亿元。截至最新收盘，沪指报收于...

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Before the holiday, nearly 70 billion funds left the market through ETF, and the hot power grid and chips were actually thrown wildly","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6746c408b66bee800921c84661cc7ed7","symbols_score_info":{"159995":1.96,"588200":1.93,"588780":1.84,"TSMY":0.6,"TSMX":0.6,"TSMZ":0.6,"TSM":1.85,"TSMU":0.6,"SOX":1.84,"TSMG":0.6,"03145":0.6,"STSM":0.6},"content_text":"每经记者|叶峰    每经编辑|肖芮冬    \n　　端午节前的一周，股指集体反弹，沪深两市股票型ETF和跨境型ETF合计净流出698.17亿元。\n　　行业主题上看，半导体设备、有色、消费电子等ETF被资金看好，而电网设备、芯片相关ETF被资金抛售。\n　　近700亿元资金借道ETF离场\n　　本周沪深两市成交12.5万亿元，其中沪市成交5.74万亿元，深市成交6.76万亿元。截至最新收盘，沪指报收于4090.48点，全周上涨1.46%，深证成指报收于16030.70点，全周上涨7.13%。\n　　Wind数据显示，本周沪深两市股票型ETF和跨境型ETF合计净流出698.17亿元，宽基指数ETF净流出562亿元，行业主题ETF净流出119亿元，跨境ETF净流出81.92亿元。\n\n　　细分来看，主要宽基指数整体资金申赎统计显示，本周沪深300净流出421亿元，科创50净流出58.95亿元。\n\n　　具体ETF方面，规模较大的10只宽基指数ETF本周合计净流出475.83亿元，其中沪深300ETF华泰柏瑞、沪深300ETF易方达净流出均超百亿元。\n本周主要指数相关ETF表现\n　　有券商表示，在技术面以及情绪面都相对较好的背景下，大盘基本上阶段性企稳向好，不过在主要指数面临前高的压力下，大盘可能以反复震荡的方式消化上方套牢盘，另外需耐心等待能接力硬科技线的新主线出现，否则科创方向过高的集中度或将使盘面波动加大。\n　　火爆的芯片板块持续被资金抛售\n　　在行业主题ETF方面，本周净流入资金超1亿元的基金有24只，其中半导体设备ETF国泰、工业有色ETF万家、有色金属ETF南方份额分别增加了21.06亿份、6.21亿份和4.58亿份，净流入资金30.6亿元、10.9亿元和9.39亿元。\n\n　　在资金流出方面，本周有71只行业主题ETF净流出逾1亿元，其中电网设备ETF华夏、芯片ETF华夏、科创芯片ETF嘉实份额分别减少7.43亿份、4.42亿份和2.04亿份，分别净流出资金15.67亿元、11.75亿元和8.2亿元。\n\n　　本周，芯片概念股大涨，但相关ETF却持续被资金抛售。\n\n　　芯片ETF华夏（159995）基金份额变化\n科创芯片ETF嘉实（588200）基金份额变化\n　　但有观点认为，全球AI算力需求扩张已超出单一供应商产能上限，芯片制造产能的多元化布局将加速推进，带动上游设备、材料及设计环节景气度持续攀升。台积电产能瓶颈为全球二线代工厂和国产芯片产业链打开了窗口期，国内AI芯片设计企业在定制化推理芯片、高速互联等领域有望承接更多增量需求。\n　　此外，2026年存储行业难以形成规模化有效供给，这一趋势持续传导至上游半导体设备和封测环节，国内存储芯片设计、存储模组厂商、半导体设备、封测企业均有望受益。\n　　19只ETF周成交额超100亿元\n　　本周股票型ETF和跨境型ETF成交额超100亿元的ETF有19只。其中，中韩半导体ETF华泰柏瑞周成交额近500亿元。\n\n　　本周，科技板块全线爆发，创业板、科创50相关ETF创历史新高。\n　　消息面上，6月中旬，创业板指完成半年度调样，调入算力光器件、半导体设备等领域优质企业，调出景气度走弱的生物医药标的，调整后战略新兴产业权重提升至92%。\n　　9只ETF下周发行\n　　基金重仓股向来是投资者关注的热点，但是主动管理型基金的重仓股浮出水面，通常都有一定的滞后性，而ETF布局的标的却是非常明确的，通过跟踪新上市ETF，通常可以发现近期热点个股，新上市ETF带来的增量资金也值得关注。\n　　目前有2只ETF披露下周上市，跟踪标的为绿色电力、稀有金属。\n\n　　目前有9只ETF披露下周发行，跟踪标的为科创板芯片设计、科创板人工智能、畜牧养殖、红利低波、创业板新能源、稀有金属等。\n封面图片来源：每日经济新闻\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：石秀珍 SF183","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2644579058","isCrawlerRequest":true}